Aventura Private Wealth’s Carriage Services CSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$169 Hold
2025
Q3
$178 Hold
2025
Q2
$183 Hold
2025
Q1
$155 Hold
2024
Q4
$159 Buy